 PROSPERITY BANCSHARES INCPB |
| 10.34% | — | $19.3M | 264,515 | $0 | 0 | +264,515 | New Buy |
 APPLE INCAAPL |
| 6.53% | 7.59% | $12.2M | 42,174 | $10.8M | 42,429 | -255-0.60% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.94% | 4.71% | $7.4M | 36,784 | $6.7M | 38,300 | -1,516-3.96% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.55% | 3.51% | $6.6M | 13,902 | $5.0M | 14,738 | -836-5.67% | Reduce |
 MICROSOFT CORPMSFT |
| 3.48% | 4.48% | $6.5M | 17,420 | $6.4M | 17,161 | +259+1.51% | Add |
| FFIRST TRUST ENHANCED SHORT MATURITY ETFFTSM |
| 2.72% | 2.87% | $5.1M | 84,963 | $4.1M | 68,003 | +16,960+24.94% | Add |
| VVANGUARD INDEX FDSVUG |
| 2.71% | 3.17% | $5.1M | 58,766 | $4.5M | 10,290 | +48,476+471.10% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.68% | 2.83% | $5.0M | 6,792 | $4.0M | 6,955 | -163-2.34% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.63% | 3.14% | $4.9M | 15,029 | $4.5M | 15,156 | -127-0.84% | Reduce |
 AMAZON COM INCAMZN |
| 2.57% | 2.98% | $4.8M | 20,145 | $4.2M | 20,290 | -145-0.71% | Reduce |
 ELI LILLY & COLLY |
| 2.57% | 2.61% | $4.8M | 3,999 | $3.7M | 4,019 | -20-0.50% | Reduce |
| VVANGUARD FTSEVEA |
| 2.51% | 3.03% | $4.7M | 65,900 | $4.3M | 67,145 | -1,245-1.85% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.27% | 1.31% | $4.2M | 9,850 | $1.9M | 11,357 | -1,507-13.27% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.97% | 1.39% | $3.7M | 5,086 | $2.0M | 5,756 | -670-11.64% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.96% | 2.18% | $3.7M | 10,389 | $3.1M | 10,770 | -381-3.54% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.8% | 1.24% | $3.4M | 4,401 | $1.8M | 4,510 | -109-2.42% | Reduce |
| JJANUS HENDERSONJAAA |
| 1.7% | 1.82% | $3.2M | 63,074 | $2.6M | 51,240 | +11,834+23.10% | Add |
| FFIRST TR EXCHANGE TRADED FDRDVY |
| 1.59% | 0.9% | $3.0M | 36,620 | $1.3M | 18,697 | +17,923+95.86% | Add |
| TTOLL BROTHERS INCTOL |
| 1.54% | 1.7% | $2.9M | 17,462 | $2.4M | 17,623 | -161-0.91% | Reduce |
| IISHARES COREIJH |
| 1.46% | 1.8% | $2.7M | 35,326 | $2.6M | 37,775 | -2,449-6.48% | Reduce |
 ABBVIE INCABBV |
| 1.43% | 1.64% | $2.7M | 10,651 | $2.3M | 10,709 | -58-0.54% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.31% | 1.48% | $2.5M | 8,728 | $2.1M | 8,636 | +92+1.07% | Add |
 RTX CORPORATIONRTX |
| 1.25% | 1.67% | $2.3M | 12,276 | $2.4M | 12,284 | -8-0.07% | Reduce |
 DEERE & CODE |
| 1.22% | 1.45% | $2.3M | 3,583 | $2.1M | 3,647 | -64-1.75% | Reduce |
 HOME DEPOT INCHD |
| 1.2% | 1.35% | $2.2M | 6,365 | $1.9M | 5,835 | +530+9.08% | Add |
| IINVESCO EXCH TRADED FD TR IIRWJ |
| 1.18% | 1.34% | $2.2M | 37,075 | $1.9M | 37,602 | -527-1.40% | Reduce |
 PALO ALTOPANW |
| 1.12% | 0.71% | $2.1M | 6,132 | $1.0M | 6,273 | -141-2.25% | Reduce |
 CATERPILLAR INCCAT |
| 1.11% | 0.99% | $2.1M | 1,953 | $1.4M | 1,988 | -35-1.76% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 1.08% | 1.32% | $2.0M | 12,772 | $1.9M | 12,671 | +101+0.80% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.03% | 1.44% | $1.9M | 2,061 | $2.0M | 2,054 | +7+0.34% | Add |
 ALPHABET INCGOOGL |
| 1.01% | 1.13% | $1.9M | 5,287 | $1.6M | 5,558 | -271-4.88% | Reduce |
 CORNING INCGLW |
| 1% | 0.26% | $1.9M | 7,285 | $369,296 | 2,716 | +4,569+168.23% | Add |
 META PLATFORMS INCMETA |
| 0.99% | 1.32% | $1.8M | 3,280 | $1.9M | 3,278 | +2+0.06% | Add |
| QQUALCOMM INCQCOM |
| 0.94% | 0.87% | $1.7M | 9,456 | $1.2M | 9,583 | -127-1.33% | Reduce |
 BLACKSTONE INCBX |
| 0.87% | 1.08% | $1.6M | 13,810 | $1.5M | 13,365 | +445+3.33% | Add |
 BROADCOM INCAVGO |
| 0.84% | 0.9% | $1.6M | 4,139 | $1.3M | 4,115 | +24+0.58% | Add |
 MERCK & CO INCMRK |
| 0.8% | 0.89% | $1.5M | 11,664 | $1.3M | 10,523 | +1,141+10.84% | Add |
 INTEL CORPINTC |
| 0.76% | — | $1.4M | 10,121 | $0 | 0 | +10,121 | New Buy |
| IISHARES COREIJR |
| 0.74% | 0.81% | $1.4M | 9,349 | $1.2M | 9,289 | +60+0.65% | Add |
| PPACER FDS TRCOWZ |
| 0.73% | 1.94% | $1.4M | 22,031 | $2.8M | 44,053 | -22,022-49.99% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.72% | 1.13% | $1.3M | 25,249 | $1.6M | 26,167 | -918-3.51% | Reduce |
 LOWES COS INC COMLOW |
| 0.68% | 0.93% | $1.3M | 5,733 | $1.3M | 5,608 | +125+2.23% | Add |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.63% | 0.78% | $1.2M | 6,000 | $1.1M | 6,031 | -31-0.51% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.6% | 0.95% | $1.1M | 6,760 | $1.4M | 6,538 | +222+3.40% | Add |
| BBANK OF AMER CORPBAC |
| 0.6% | 0.67% | $1.1M | 19,514 | $948,681 | 19,460 | +54+0.28% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.59% | 0.66% | $1.1M | 1,099 | $933,602 | 1,104 | -5-0.45% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.59% | 0.68% | $1.1M | 1,478 | $957,881 | 1,473 | +5+0.34% | Add |
 TESLA INCTSLA |
| 0.56% | 0.66% | $1.1M | 2,507 | $939,048 | 2,526 | -19-0.75% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.53% | 0.71% | $996,959 | 6,284 | $1.0M | 6,862 | -578-8.42% | Reduce |
| IISHARES TREFV |
| 0.52% | 0.66% | $965,577 | 12,614 | $933,688 | 12,558 | +56+0.45% | Add |
